Remote Financial Representative

Job Summary

A company is looking for a Member Financial Representative to provide high-level phone support for financial products and services.

Key Responsibilities

• Engage members in financial review conversations and provide personalized recommendations
• Assist members through various channels while troubleshooting issues as necessary
• Develop knowledge of products, open memberships, and promote credit union services

Required Qualifications

• Associate's degree or equivalent experience is required
• 1+ years of experience in sales or customer service is required
• Self-starter with a strong desire to learn and work independently
• Ability to navigate multiple computer systems efficiently
• Demonstrated strong interpersonal skills for building relationships